+468.7%
SPCX vs LITE
+1,178.7%
-710.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.7% | +2.9% | -0.5% |
| 7D | -0.3% | -35.9% | +35.6% | +79.6% |
| 30D | -19.9% | -51.5% | +31.6% | +106.3% |
| 3M | +16.8% | -35.7% | +52.6% | +54.4% |
| 6M | +421.0% | +131.4% | +289.6% | +29.2% |
| YTD | +421.0% | +131.4% | +289.6% | +29.2% |
| 1Y | +421.0% | +131.4% | +289.6% | +29.2% |
| All | +468.7% | +1,178.7% | -710.0% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LITE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling